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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$9.01
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets968.81M
Vanguard Small Cap Value Index Admiral
Price$73.70
Change-$0.73 (-0.98%)
VolumeN/A
Net Assets53.62B
PJARX vs VSIAX Comparison Chart
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PJARX vs. VSIAX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PJARX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. PJARX (969M). VSIAX pays higher dividends than PJARX: VSIAX (2.27) vs PJARX (0.97). PJARX was incepted earlier than VSIAX: PJARX (21 years) vs VSIAX (14 years). PJARX (1.53) is less costly to investors than VSIAX (0.07). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -2.50 vs. PJARX (-17.01). VSIAX return over 5 years is better than : 86.17 vs. PJARX (30.97).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | 1.51 | 0.07 | 2,157% |
| Annual Report Gross Expense Ratio | 1.53 | 0.07 | 2,186% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -14.916 | -12.466 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 53.6B | 2% |
| Annual Yield % from dividends | 0.97 | 2.27 | 43% |
| Returns for 1 year | -17.01 | -2.50 | 679% |
| Returns for 3 years | -20.77 | 1.29 | -1,605% |
| Returns for 5 years | 30.97 | 86.17 | 36% |
| Returns for 10 years | -27.97 | 66.42 | -42% |
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